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- **Revenue Surge**: Q3 2025 revenue up 87% YoY to $5.3M, driven by TULSA-PRO adoption and AI software launch.
- **Margin Expansion**: Gross margin hits 74.3%, with path to 70%+ as scale economies take hold.
- **BPH Breakthrough**: New AI software enables 60-90 minute procedures, targeting 10%+ of total cases in 2026.
- **Sonalleve Growth**: 10+ global sites treating uterine diseases, with trials for pancreatic cancer expanding addressable market.
- **Profitability Path**: 70-75% YoY growth, 200+ TULSA-PRO sites by 2026, and cash flow positivity as revenue scales.

**【CFO Financial Commentary】**
- Q3 2025 revenue: $5.3M (87% YoY growth), with $4.1M recurring and $1.2M capital sales.
- Gross margin: 74.3% (vs. 63.1% in Q3 2024).
- Operating expenses: $12.8M (20% YoY increase due to R&D and commercial expansion).
- Net loss: $8M ($0.26/share) vs. $9.4M ($0.38/share) in Q3 2024.
- Cash balance: $24.8M, with plans to achieve cash flow positivity as revenue scales.

**【President’s Clinical Update】**
- **TULSA AI Volume Reduction Software Launch**: Full release at RSNA 2025, with pilot showing 60-90 minute procedures and surgeon satisfaction.
- **Kapton Trial Milestone**: All 160 patients treated, with 1-year safety and 3-year efficacy data to be presented at RSNA and SUO.
- **BPH Expansion**: Targeting 10%+ of total procedures in 2026, with TULSA days enabling multiple cases per day.

**【CCO Commercial Momentum】**
- 70 TULSA-PRO sites installed, with 93 systems in final sales pipeline stages (verify, negotiate, contract).
- **Reimbursement Progress**: Medicare payments ~$13,000/case, commercial payers up to $65,000/case post-appeal.
- **Partnerships**: 25-for-200 program driving early breakeven, with global deals in Saudi Arabia, Australia, and Japan.

**【CEO Strategic Vision】**
- **Trifecta Growth Plan**: 200 TULSA-PRO sites, 40+ installs/year, $85M+ annual revenue by 2026.
- **Sonalleve Expansion**: 10+ global sites treating uterine fibroids and adenomyosis, with trials for pancreatic cancer.
- **Profitability Path**: 70-75% YoY revenue growth, 70%+ gross margin, and path to profitability as scale economies kick in.

**【Q&A Highlights】**
- **Utilization Trend**: Q4 2025 procedures up 30%+ vs. Q3, driven by Medicare CPT-1 adoption and private payer wins.
- **Pipeline Conversion**: 50-65% of late-stage pipeline expected to close in 2025-2026, with 70+ sites by year-end.
- **Sonalleve Focus**: Expanding into body cavity oncology (liver, pancreas) with MR-guided focused ultrasound.

Profound Medical Corp. (PROF) Q3 2025 Earnings Call Transcript

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